|
2001
|
Watershed Private Wealth
Oak Brook,
Illinois
|
US$85만
|
-US$112만
|
-3,674
|
-65%
|
|
|
2002
|
Legato Capital Management
San Francisco,
California
|
US$85만
|
-US$31.4만
|
-1,036
|
-35%
|
|
|
2003
|
Walser Wealth Management
Tampa,
Florida
|
US$84.7만
|
+US$3.25만
|
+107
|
+6%
|
|
|
2004
|
NBH Bank
Greenwood Village,
Colorado
|
US$84.7만
|
+US$59.3만
|
+1,954
|
신규
|
|
|
2005
|
Sovereign Financial Group
Stamford,
Connecticut
|
US$84.5만
|
+US$1.31만
|
+43
|
+2%
|
|
|
2006
|
Tilson Financial Group
New Providence,
New Jersey
|
US$84.1만
|
-US$11.7만
|
-385
|
-17%
|
|
|
2007
|
Richard W. Paul & Associates
Novi,
Michigan
|
US$83.9만
|
-US$3.31만
|
-109
|
-5%
|
|
|
2008
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
US$83.7만
|
+US$4.25천
|
+14
|
+0.7%
|
|
|
2009
|
Aquatic Capital Management
Chicago,
Illinois
|
US$83.6만
|
-US$149만
|
-4,919
|
-72%
|
|
|
2010
|
NorthRock Partners
Minneapolis,
Minnesota
|
US$83.6만
|
+US$13.4만
|
+442
|
+30%
|
|
|
2011
|
Plancorp LLC
Saint Louis,
Missouri
|
US$83.3만
|
-US$5.4만
|
-178
|
-7%
|
|
|
2012
|
TSA Wealth Management
Houston,
Texas
|
US$83.2만
|
+US$14.4만
|
+475
|
+33%
|
|
|
2013
|
Knightsbridge Asset Management
Newport Beach,
California
|
US$82.4만
|
-US$3.64천
|
-12
|
-0.6%
|
|
|
2014
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
US$82.3만
|
-US$16.2만
|
-533
|
-22%
|
|
|
2015
|
EdenTree Asset Management
London,
United Kingdom
|
US$82.3만
|
–
|
–
|
–
|
|
|
2016
|
Index Fund Advisors
Irvine,
California
|
US$82.1만
|
–
|
–
|
–
|
|
|
2017
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
US$82만
|
+US$10.8만
|
+355
|
+23%
|
|
|
2018
|
Seneca House Advisors
Richmond,
Virginia
|
US$81.7만
|
+US$9.41천
|
+31
|
+2%
|
|
|
2019
|
Great Waters Wealth Management
Shoreview,
Minnesota
|
US$81.5만
|
–
|
–
|
–
|
|
|
2020
|
D'Orazio & Associates
Falls Church,
Virginia
|
US$81.5만
|
+US$4.46만
|
+147
|
+8%
|
|
|
2021
|
L.J. Altfest & Co
New York
|
US$81.3만
|
+US$10만
|
+331
|
+21%
|
|
|
2022
|
NIA Impact Advisors
Berkeley,
California
|
US$81만
|
-US$1.73만
|
-57
|
-3%
|
|
|
2023
|
Saxon Interests
Houston,
Texas
|
US$80.9만
|
-US$7.28천
|
-24
|
-1%
|
|
|
2024
|
Summitry LLC
Foster City,
California
|
US$80.7만
|
+US$9.9만
|
+326
|
+21%
|
|
|
2025
|
Elevation Wealth Management
Eden Prairie,
Minnesota
|
US$80.5만
|
+US$2.64만
|
+87
|
+5%
|
|
